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Innhold levert av Patrick Lonergan. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Patrick Lonergan eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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028 | Inside the Entrepreneur's Private Office: The Blueprint for Tax Savings and Wealth Building

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Manage episode 419414114 series 3550022
Innhold levert av Patrick Lonergan. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Patrick Lonergan eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Have you ever wondered how entrepreneurs identify the right financial tools and resources to support their journey, especially with all of the options available?

In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns, one of the Financial Advisors at Vital Wealth. Together, they dive into topics designed to empower entrepreneurs on their financial journey.

Ryan brings a unique perspective, having transitioned from the legal field to the world of finance. The conversation kicks off with a discussion of the ideal setup for what your advisor team should look like and how the team will evolve alongside your entrepreneurial journey. From the foundational importance of cash flow management to leveraging tools, Ryan and Patrick offer invaluable advice on achieving financial success.

You will gain practical tips on where to begin your financial journey. It may start with saving money into an investment account and moving into the importance of building systems to direct financial resources effectively. The discussion also dives into strategies for protecting against economic downturns and seizing opportunities for growth.

Key Takeaways:

  • How to set up an ideal advisor team and its evolution along your entrepreneurial journey
  • The foundational significance of cash flow management for financial success
  • Implementing strategies for protecting against economic downturns and seizing growth opportunities
  • Insights into projecting cash flow and establishing tax strategies

Resources:

Access to QuickBooks

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

Follow on Instagram at https://www.instagram.com/vital.strategies

Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast

Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Audio, video, and show notes produced by Podcast Abundance

Research and copywriting by Victoria O'Brien

  continue reading

51 episoder

Artwork
iconDel
 
Manage episode 419414114 series 3550022
Innhold levert av Patrick Lonergan. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Patrick Lonergan eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Have you ever wondered how entrepreneurs identify the right financial tools and resources to support their journey, especially with all of the options available?

In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns, one of the Financial Advisors at Vital Wealth. Together, they dive into topics designed to empower entrepreneurs on their financial journey.

Ryan brings a unique perspective, having transitioned from the legal field to the world of finance. The conversation kicks off with a discussion of the ideal setup for what your advisor team should look like and how the team will evolve alongside your entrepreneurial journey. From the foundational importance of cash flow management to leveraging tools, Ryan and Patrick offer invaluable advice on achieving financial success.

You will gain practical tips on where to begin your financial journey. It may start with saving money into an investment account and moving into the importance of building systems to direct financial resources effectively. The discussion also dives into strategies for protecting against economic downturns and seizing opportunities for growth.

Key Takeaways:

  • How to set up an ideal advisor team and its evolution along your entrepreneurial journey
  • The foundational significance of cash flow management for financial success
  • Implementing strategies for protecting against economic downturns and seizing growth opportunities
  • Insights into projecting cash flow and establishing tax strategies

Resources:

Access to QuickBooks

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

Follow on Instagram at https://www.instagram.com/vital.strategies

Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast

Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Audio, video, and show notes produced by Podcast Abundance

Research and copywriting by Victoria O'Brien

  continue reading

51 episoder

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